Bottleneck Investor

@bottleneckfindr · ranked 6 of 7 scored days

#256

121down today

Score

302

Rank · last 14 scored days

Streak: 2 days
Scored days: 7in the 30-day window
Active calls: 2

Return · last 30 days

Total

+2.6%

Last close

-1.1%

Win rate

32%

Active calls · a call counts fully for 14 days, then fades out by day 42

SKHY·Long·day 21· fading

fades out by Sep 24

NBIS·Long·day 21· fading

fades out by Sep 24

Calls, newest first

Read as: Long NBIS · High confidence

Rank since this call: #199 → #256 · 7 scored days

Bottleneck Investor@BottleneckFindr
Not selling $NBIS here. The price increase since due to earnings is perfectly rational. Risk/Reward remains equally attractive. Nebius will take care of u.
22d agoview on X ↗

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Read as: Long SKHY · High confidence

Rank since this call: #199 → #256 · 7 scored days

Bottleneck Investor@BottleneckFindr
$MU $SKHY $SNDK $DRAM $SKHY up 7% in Korea. New ATH incoming.
22d agoview on X ↗media on X

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Read as: Long NBIS · High confidence

Rank since this call: #199 → #256 · 7 scored days

Bottleneck Investor@BottleneckFindr
$NBIS this post is the strongest bear spray. And it outlines why a certain Michael will get financially "burried".
22d agoview on X ↗

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Read as: Long NBIS · High confidence

Rank since this call: #199 → #256 · 7 scored days

Bottleneck Investor@BottleneckFindr
$NBIS: "We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so" That's a huge sign of confidence!
23d agoview on X ↗media on X

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as: Long NBIS · Medium confidence

Rank since this call: #199 → #256 · 7 scored days

Bottleneck Investor@BottleneckFindr
$NBIS Payback on Q2 deals: 1 year, 10 months. Was 2–3 years. When capex pays back inside two years, capital intensity is no longer part of the bear case.
23d agoview on X ↗media on X

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close